Integrate Clientify with Teamleader

Send information between Clientify and Teamleader automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Teamleader each time a new contact is created in Clientify

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Teamleader each time a new contact is created in Clientify.

How it works
  1. The flow triggers when a new contact is created in Clientify.
  2. Zoho Flow creates a new contact in Teamleader.
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Create a new contact is in Teamleader each time a new contact is created in Clientify

Clientify + Teamleader

Build your own integrations between Clientify and Teamleader

Connect Clientify and Teamleader with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Product created

Triggers when a new product is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Deal accepted

Triggers when a deal is accepted

Invoice booked

Triggers when an invoice is booked

All Actions - Actions are the automated tasks

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Fetch user

Fetches the details of an existing user using ID

Fetch task

Fetches the details of an existing task using ID

Create task

Creates a new task

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create project

Creates a new project

Create company

Creates a new company

Create deal

Creates a new deal

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

What is Clientify?

Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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